Join us on February 7 at 5:30PM at Wells Fargo 1753 Pinnacle Dr, McLean 22102 for our first personal financial planning sub group meeting. Our panel, Jim Simos, Terry Jones and Robin Gordon will discuss different business models for introducing/maintaining a personal financial planning practice with your current practice. Jim Simos teaches certified financial planning at UVA, Terry Jones is a CPA/PFS in Falls Church who manages investments and Robin Gordon is a CPA/PFS in Arlington who is a fee based only financial planner. We are interested in providing relevant topics and speakers to help CPAs integrating personal financial planning. We want your input. We are also want to know the best time and place to have our bi-monthly meetings. 2 hour CPE is provided.